Columbia River Financial Group’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Columbia River Financial Group’s Portfolio SCHM Stock Details SCHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	69,562 +1,340	+2%	+$42.7K	1.25%	19
2025 Q4	$2.05M	Buy	68,222 +1,287	+2%	+$38.4K	1.26%	20
2025 Q3	$1.99M	Sell	66,935 -9,783	-13%	-$285K	1.22%	21
2025 Q2	$2.19M	Buy	76,718 +3,269	+4%	+$86.2K	1.42%	19
2025 Q1	$1.92M	Sell	73,449 -20	-0%	-$557	1.29%	19
2024 Q4	$2.04M	Buy	+73,469	New	+$2.09M	1.4%	18

Other funds holding SCHM

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MGIA

Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LWMT

Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Columbia River Financial Group's SCHM Position: Q1 2026 in Review

Columbia River Financial Group increased its Schwab US Mid-Cap ETF (SCHM) stake by 2% in Q1 2026, buying an estimated $42.7K and bringing the position to 69,562 shares worth $2.15M. The position accounts for 1.25% of the portfolio, ranked #19.

Columbia River Financial Group first reported a position in SCHM in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q2 2025. 1,010 funds tracked by Wall St. Rank hold SCHM as of Q1 2026.

Columbia River Financial Group held 69,562 shares of Schwab US Mid-Cap ETF worth $2.15M as of Q1 2026.
Columbia River Financial Group bought 1,340 Schwab US Mid-Cap ETF shares in Q1 2026, an estimated $42.7K.
Schwab US Mid-Cap ETF made up 1.25% of Columbia River Financial Group's portfolio in Q1 2026, its #19 holding.
Columbia River Financial Group first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and has held it in 6 quarters since.
Columbia River Financial Group's Schwab US Mid-Cap ETF position peaked at $2.19M in Q2 2025.
1,010 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q1 2026.

Based on Columbia River Financial Group's 13F filing for Q1 2026, filed 12 May 2026.